Prior to joining St. James's Place Wealth Management, I had a very successful career of 32 years with the Halifax, representing the company for the last 12 years at their Maidstone and Gravesend branches.
During my time at the Halifax, I achieved many accolades but my proudest achievement is the reputation I built as a trusted, professional adviser of high integrity who has the ability to explain potentially complex financial products in an easy to understand style.
Along the way, I have also achieved a high level of industry based qualifications, including the diploma of the Personal Finance Society.
By accepting the invitation to join St. James's Place Wealth Management, I have been able to increase my ability to achieve my clients’ goals by offering a wide range of wealth management services of outstanding quality without sacrificing the personal touch.
My aim is to provide you with security now, prosperity in the future and the highest standards of satisfaction in all our dealings. I promise to deal with you courteously, professionally and fairly at all times.
I look forward to welcoming you as one of my clients.